玻璃纯碱早报-20251113

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - The report presents the price, production and sales, and inventory data of glass and soda ash, reflecting the current market situation of the two industries[2] Group 3: Summary by Related Catalogs Glass - Price: From November 5th to November 12th, 2025, the prices of most glass products showed a downward trend, such as the 5mm large - plate glass of Shahe Anquan, which decreased from 1138.0 to 1100.0, a weekly decrease of 38.0 and a daily decrease of 13.0. The FG05 contract decreased from 1231.0 to 1169.0, a weekly decrease of 62.0 and a daily decrease of 15.0[2] - Production and Sales: Shahe's production and sales rate was 87, Hubei's was 88, East China's was 92, and South China's was 95. Shahe's factory production and sales gradually weakened, and the sales of Hubei's factories also decreased[2] - Profit: The profits of some production methods decreased, such as the North China coal - fired profit, which decreased from 200.0 to 143.1, a weekly decrease of 56.9 and a daily decrease of 5.1. The 05FG contract's natural gas profit decreased from - 143.5 to - 206.5, a weekly decrease of 63.1 and a daily decrease of 14.0[2] Soda Ash - Price: From November 5th to November 12th, 2025, the prices of some soda ash products increased, such as the Shahe heavy - soda ash, which increased from 1140.0 to 1170.0, a weekly increase of 30.0. The SA05 contract increased from 1282.0 to 1287.0, a weekly increase of 5.0[2] - Industry Situation: The upstream inventory of the soda ash industry slightly decreased[2] - Profit: The profits of some production methods showed different trends. The North China ammonia - alkali profit decreased from - 306.2 to - 298.4, a weekly increase of 7.7 and a daily decrease of 1.9. The North China combined - alkali profit decreased from - 325.1 to - 331.5, a weekly decrease of 6.4 and a daily decrease of 1.6[2]